Am I too concentrated in my portfolio?
If a small number of investments are driving most of your returns (or losses), you're probably more concentrated than you realise.
What concentration really means
Concentration isn't about how many holdings you have — it's about how much influence a few of them have. You can own multiple funds and still be heavily reliant on a handful of companies, sectors, or regions.
How it builds up over time
Strong performers grow and take up more space. Many funds also share the same top holdings, which quietly reinforces the effect.
A simple sense check
- Do a few holdings make up a large share?
- Does one sector dominate?
- Do most of my investments move together?
Key takeaway: Concentration risk often creeps in gradually — especially after strong performance in popular areas like US tech.
Arken shows you exactly where your exposure is concentrated, so you can decide whether that concentration is intentional or something you want to adjust.
